Filed May 6, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,736 | $60,119+182.3% | $90,430+87.7% | $79,858+112.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | -0.87% | 71.94%-72.8pp | 1293.73%-1294.6pp | 31.72%-32.6pp |
| Employer contribution / active EE | $7,261 | $2,068+251.1% | $3,262+122.6% | $2,471+193.8% |
| Participant deferral / active EE | $10,473 | $2,938+256.5% | $3,963+164.3% | $3,740+180.0% |
| Admin fee / account holder | $110,232 | $3,976+2672.4% | $5,613+1863.7% | $5,306+1977.5% |